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140 Monroe Center Nw Suite 300, Grand Rapids, MI 49503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-01 |
Branch Locations
140 Monroe Center Nw Suite 300, Grand Rapids, MI 49503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Charter Group | Grand Rapids | MI | 07/1996 | Present |
| M&A Securities Group, Inc. | Kansas City | MO | 03/2014 | Present |
1)Hastings Mut Ins Co, Board Director duties. 2) JJC Capital LLC, 140 Monroe Ctr. NW, Grand Rapids, MI. Owner, LLC used to invest in private companies. 3) Michigan Accelerator Fund I, LP and Michigan Accelerator Fund I Management LLC, Owner, Officer and GP, VC Fund. 4) Charter Private Capital Management, LLC (CPCM), Grand Rapids, MI, Officer and owner, provides Fund mngt services. 5) GRAM Acquisition LLC & GRAM Acquisition 2.0 LLC, Indianapolis, IN, Officer and owner, LLC used to invest in private companies. 6) The Charter Investment Group, LLC (dba The Charter Group), 140 Monroe Ctr. NW, Grand Rapids, MI. Non-securities related M&A advisory services. 100-200 hours/mo. Compensated by salary and distributions. 7) 4/2016 to present. MAF Opportunity Fund, 140 Monroe Center NW, Grand Rapids, MI. Investment related. Under an Advisory Agreement between CPCM, a MI state registered RIA firm, and Michigan Accelerator Fund 1 Management, LLC (GP to the Fund). I provide advisory and management services to the Fund. 8) Member-Manager of Rimguard Holdings, LLC. Perform investment advisory services through CPCM. 9) GP and Manager Charter Growth Capital Fund, LP; Growth Capital Management, LLC. Perform investment advisory services through CPCM. 10) Member-Manager of Charter-ASI, LLC and Charter ASI 2.0. 11/2018-present. Perform investment advisory services through CPCM 11) Member-Manager Henrickson-Nauta Venture Fund 1 LP. 12/2017-present. Perform investment advisory services through CPCM. 12) Member-Manager Charter Vestaron LLC. 7/2019-present. Perform investment advisory services through CPCM. 13) Member-Manager Charter-HN Spirits Fund LLC. 12/2019-present. Perform investment advisory services through CPCM. 14) Member-Manager Charter-Papa's Fund LLC, 8/2020-present. Perform investment advisory services through CPCM.15) Ablative Solutions, Inc., Board member representing MI Accelerator Fund I, MAF Opportunity Fund, Charter-ASI, LLC and Charter-ASI 2, LLC; 2/2021-present;1-5 hours/mo. 16) Member-Manager Charter-SOC2 LLC, 5/2021-present. Perform investment advisory services through CPCM. 17) Member-Manager CGCF Co-investment Vehicle I LLC, 12/21-present. Perform investment advisory services through CPCM. 18) Member-Manager Charter Vestaron II LLC. 3/2022-present. Perform investment advisory services through CPCM. 19) Member-Manager Charter-Papa's Fund II LLC. 9/2022-present. Perform investment advisory services through CPCM. 20) Member-Manager Charter-SOC2 Co-investment Fund I LLC. 10/2022-present. Perform investment advisory services through CPCM. 21) Member-Manager Charter PE Holdings LLC. 10/2022-present. Passive investment holding company. 22) Member-manager CCRE Holdings LLC. 12/21-present. Passive investment R.E. holding company. 23) Member-Manager Charter-ASI 3 LLC. 3/2023-present. Perform investment advisory services through CPCM. 24) Member-manager Charter Growth Capital Fund II, LP, member Investment Committee. 8/2023-present. Perform investment advisory services through CPCM, a MI RIA. 25) Board Member Flow-Rite Controls. 08/2023-present. Perform standard duties required of board member, 1 hour/month. 26) Manager of Charter Stone House LLC. 07/2025-present. Fundraising and portfolio company oversight.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-04-11 |
| S63 | Uniform Securities Agent State Law Examination | 2011-12-07 |
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